On today’s show, we are joined again by CarDealershipGuy to discuss:
– Bens car leasing dilemma
– Leasing vs buying
– Why car prices have gotten to expensive
– Tesla vs. everyone, and much more!
The Compound and Friends: Only Tesla and Toyota Will Survive
On today’s show, we are joined by fan-favorite and DataTrek co-founder Nick Colas to discuss:
– Earnings through Q3
– The tech trade for the rest of 2023
– Tesla vs Apple
– If US interest payments actually matter, and much more!
bubbles and BUBBLES
The tech giants have earned their double stuff weighting in the S&P 500
Stock Market Winners and Losers
The market is separating the wheat from the chaff
Animal Spirits: The Market Cap of Taylor Swift
On today’s show we discuss:
– One of the best years ever for the Nasdaq 100
– People who want to see the financial system burn
– Getting back on trend with economic data
– What if housing prices were just undervalued before the pandemic
– Canada vs. Miami housing prices
– Why married people are happier, and much more!
These Are the Goods
Here’s what I chewed on last week
Animal Spirits: Are You on Track For Retirement?
On Today’s Show we discuss:
– The outlook for the 60/40 portfolio
– Dollar cost averaging into a bear market
– The evolution of retirement
– The best age for making good financial decisions
– The Fed cannot fix the housing market
– How HGTV ruined housing prices
– Hedging climate change risk, and more!
Is Nvidia the Next Cisco?
What happens when you pay up for growth stocks?
Talk Your Book: The Largest Active ETF
On today’s show, we had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss:
– How $JEPI is constructed
– How volatility affects yield
– Why $JEPI has been so popular, and much more!
These Are the Goods
Here’s what I chewed on last week